As a trusted legal advisor, your opinion carries a lot of weight in the decision-making processes of your valued investor clients. Knowing the facts about alternative asset investment transactions can keep you from being caught off guard and help your clients formulate their due diligence activities, legal structures, estate planning, and asset protection strategies.

Collaborate with Vantage to offer educational programs that help position you as a knowledgeable expert with a well-rounded toolbox. Register for or sponsor one of our FREE Workshops and gain knowledge about the flexibility of a self-directed retirement account. Every week we offer financial intelligence without a sales pitch to help you differentiate yourself in the competitive legal marketplace.

Attend A FREE Workshop

Vantage offers both introductory and advanced workshops that help you gain a comprehensive understanding of the investment flexibility available through self-directed IRAs.

Sign Up For A FREE Workshop

Sponsor Or Host A FREE Workshop

Team up with Vantage to empower your colleagues and clients with knowledge about the power of self-directed IRAs

Contact Us

Invite Us To Share The Self-Directed IRA Message

We will gladly come to you! Simply invite us to join you at your next office meeting and we will deliver a brief 15-minute educational message about the almost unlimited investment choices offered through alternative assets and self-directed IRAs. (10-person minimum)

Contact Us

Bobbielynn Berry

Business Development Assistant

How Can I Help You?

Fill out the form below and I will respond promptly.

Please allow one business day for me to get in touch with you.